Unclaimed Profile

Adam Robert Enter

WORLD INVESTMENT ADVISORS, LLC·SANTA BARBARA, California

SIE, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66ChFCClean record18 years registeredWORLD INVESTMENT ADVISORS, LLC

24 E. COTA STREET, SANTA BARBARA, CA 93101CRD# 5152338Firm CRD# 208512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Robert Enter · SANTA BARBARA, CA

Registration

CRD #5152338 · WORLD INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORLD INVESTMENT ADVISORS, LLC

WORLD INVESTMENT ADVISORS, LLC

Aug 2024 – Oct 2025

Fairfield, IA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2019 – Aug 2024

Fairfield, IA

HUNTINGTON FINANCIAL ADVISORS

Nov 2014 – Mar 2019

COLUMBUS, OH

THRIVENT INVESTMENT MANAGEMENT INC.

Oct 2007 – Oct 2014

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · October 3, 2007

Years registered · 18

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORLD INVESTMENT ADVISORS, LLC

CRD 208512 · SEC 801-96193

AUM

$37.8B

Regulatory assets under management

Employees

324

11,973 client accounts

Services offered by WORLD INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WORLD INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Robert Enter offer?

Adam Robert Enter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Adam Robert Enter's credentials?

Adam Robert Enter holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Robert Enter located?

Adam Robert Enter is based in SANTA BARBARA, California, last registered with WORLD INVESTMENT ADVISORS, LLC.

How does Adam Robert Enter charge for services?

Adam Robert Enter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORLD INVESTMENT ADVISORS, LLC?

WORLD INVESTMENT ADVISORS, LLC has approximately 324 employees and manages $37.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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